Responsible for answering incoming calls while maintaining excellent member service. Responsible for verifying the members identity, determining the needs of the member and, resolves members concern without transferring the member when appropriate. Responsible for responding professionally to live chat conversations and email requests while providing excellent member service. Identifies referral options for loans and deposit services, by staying abreast on products and services, and meet sales targets. Researches and resolves complaints to ensure member retention and satisfaction. Exercise tact, judgment, and initiative in working with members and team members. As assigned by the Member Care Manager, Assistant Member Care Manager(s), and/or Member Care Coordinator(s), responsible for the training and development of Member Care representatives. Review and make recommendations to update procedures as needed. When appropriate, takes advantage of cross-sell opportunities and provides members with solutions to financial issues. Encourage all potential members to join the credit union by thoroughly explaining our services and offering to provide information. Meet or exceed individual and team productivity and quality standards. Perform other individual and/or team tasks as assigned by the Member Care Manager(s), Member Care Assistant Manager(s), and/or Member Care Coordinator(s).
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees